How does the advisor help clients – Key Takeaways:
When it comes to financial expertise and advisory services, PECK & ASSOCIATES, LLC is a leading firm that stands out among its competitors. With years of experience in the financial industry, this firm has been helping clients achieve their financial goals through personalized and strategic guidance. With a team of highly qualified and professional advisors, PECK & ASSOCIATES, LLC prides itself on offering a wide range of financial services that cater to the needs of various individuals and businesses.
Facts and Insights
Here are some key facts and insights about PECK & ASSOCIATES, LLC:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered
PECK & ASSOCIATES, LLC provides a comprehensive range of financial services to its clients. These services include but are not limited to:
- Investment Planning
- Tax Planning
- Estate Planning
- Retirement Planning
- Insurance Planning
- Wealth Management
Client Types
PECK & ASSOCIATES, LLC serves a diverse group of clients, including:
- Individuals
- High-Net-Worth Individuals
- Small Businesses
- Corporations
- Non-Profit Organizations
Fees & Compensation
PECK & ASSOCIATES, LLC follows a fee-based compensation structure, where clients are charged a percentage of assets under management. This ensures that the advisors’ interests are aligned with that of their clients and encourages a long-term approach towards financial planning.
Background
PECK & ASSOCIATES, LLC was founded in 2006 by John Peck, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. Over the years, the firm has grown in both size and reputation, earning the trust of its clients and establishing itself as a top financial advisory firm in the industry.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest before choosing a financial advisor. At PECK & ASSOCIATES, LLC, transparency is a top priority, and clients can access the firm’s disclosure documents on its website. Here are some key disclosures to note:
- PECK & ASSOCIATES, LLC acts as a fiduciary and always puts clients’ interests first.
- The firm may receive compensation from third-party companies for recommending their products and services to clients.
- The professionals at PECK & ASSOCIATES, LLC may also engage in other business activities, such as providing insurance and accounting services.
Overall, PECK & ASSOCIATES, LLC is a reputable financial advisory firm that offers personalized and strategic guidance to help clients achieve their financial goals. With a team of experienced advisors and a wide range of financial services, this firm is well-equipped to serve a diverse group of clients and help them navigate their financial future with confidence.